Institutional Ownership Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW). We have compiled data on the 2,462 institutions that hold shares in the stock, with a total of 1.46 Billion shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
5,228
shares
|
$481,446
0.11% of portfolio
|
Q2 2025
Reduced 34.69%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
5,220
shares
|
$480,709
0.09% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
5,208
shares
|
$479,604
0.1% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
5,200
shares
|
$478,868
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,199
shares
|
$478,775
0.08% of portfolio
|
Q2 2024
Reduced 19.07%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
5,176
shares
|
$476,657
0.12% of portfolio
|
Q2 2025
Added 54.14%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
5,168
shares
|
$475,921
0.06% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Jul 31, 2025 Q2 2025 |
5,166
shares
|
$475,736
0.17% of portfolio
|
Q1 2025
Reduced 43.33%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,163
shares
|
$475,460
0.05% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
5,154
shares
|
$474,631
0.06% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,153
shares
|
$474,539
0.02% of portfolio
|
Q1 2024
Reduced 77.76%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,137
shares
|
$473,066
0.02% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
5,096
shares
|
$469,290
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
5,094
shares
|
$469,106
0.04% of portfolio
|
Q2 2025
Added 50.31%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,069
shares
|
$466,804
0.02% of portfolio
|
Q2 2025
Reduced 18.14%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
5,047
shares
|
$464,778
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,035
shares
|
$463,673
0.22% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
5,032
shares
|
$463,396
0.03% of portfolio
|
Q2 2025
Added 24.52%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
5,010
shares
|
$461,370
0.23% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,001
shares
|
$460,542
0.03% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
5,000
shares
|
$460,450
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
5,000
shares
|
$460,450
0.18% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,962
shares
|
$456,950
0.14% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
4,918
shares
|
$452,898
0.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
4,906
shares
|
$451,793
0.35% of portfolio
|
Q4 2024
New holding
|